What users are saying about
5 Ratings
43 Ratings
5 Ratings
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Score 8.9 out of 100
43 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

ActiveDocs

There are not a lot of competitors to compare this product with, but ActiveDocs holds its own as a very useful software for the need. I recommend doing a demo to see how the process works, but it's rather streamlined and easy to create a template and produce a document from it.
Derek Schroeder | TrustRadius Reviewer

Proposify

It is costly to properly set up Proposify and retain its use ongoing. If you have a plan to implement your proposals you can get some good cost-saving use from it. I cannot stress enough to have your assets, graphics, and snippets ready before you start. I also recommend that you fully understand templates and asset library or you will quickly be overwriting templates and themes with client-specific verbiage.
Dwight Zähringer | TrustRadius Reviewer

Feature Rating Comparison

Proposal Creation & Organization

ActiveDocs
Proposify
8.4
Proposal branding
ActiveDocs
Proposify
9.3
Proposal templates
ActiveDocs
Proposify
8.7
Proposal content library updates
ActiveDocs
Proposify
7.9
Searchable proposal database
ActiveDocs
Proposify
7.9

Proposal Collaboration & Workflow

ActiveDocs
Proposify
7.8
Proposal collaboration & approval
ActiveDocs
Proposify
7.1
User permissions/proposal editing controls
ActiveDocs
Proposify
7.8
Sales proposal workflow
ActiveDocs
Proposify
8.6

Proposal Delivery

ActiveDocs
Proposify
8.5
Proposal distribution
ActiveDocs
Proposify
9.0
Interactive proposals
ActiveDocs
Proposify
7.5
Proposal content tracking
ActiveDocs
Proposify
9.1

Pros

ActiveDocs

  • Easy to use for basic users, extremely configurable for advanced users.
  • Deep Microsoft Word integration ensuring consistent document output.
Anonymous | TrustRadius Reviewer

Proposify

  • TEMPLATES: The ability to work from customizable yet standardized templates allow for a consistent end-user experience for our clients, and elevates the perceived professionalism of our sales team.
  • ANALYTICS: Unlike merely sending estimates or proposals via email, the tracking analytics available within Proposify's dashboard not only enables our project managers to more strategically engage with clients, but also gives our upper management an objective way to track the effectiveness of our sales team.
  • EASE-OF-USE: Overall, Proposify's platform is easy to use and the UX is intuitive enough that the learning curve to use it is minimal.
Zach Yokum | TrustRadius Reviewer

Cons

ActiveDocs

  • The built-in template designs are a bit lackluster. While there are numerous, they all have the same blase style and formatting
  • The built-in template designs are not very diverse and could be expanded upon.
Derek Schroeder | TrustRadius Reviewer

Proposify

  • Export into Word would be useful
  • SFDC integration sometimes doesn’t seem to search/find contacts/opps perfectly
  • Some of controls (editing proposals and templates) could be more clear/intuitive
  • Difficult for businesses where redlined contracts/proposals may find this software does not support client/vendor collaboration
Will Goad | TrustRadius Reviewer

Likelihood to Renew

ActiveDocs

No score
No answers yet
No answers on this topic

Proposify

Proposify 1.0
Based on 2 answers
We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us
Will Goad | TrustRadius Reviewer

Usability

ActiveDocs

ActiveDocs 9.0
Based on 1 answer
Very good usability overall. Any user can pick this up and run with it. HotDocs, the closest competitor, has similar end-user usability, but from a designer of templates perspective, ActiveDocs definitely has the edge in this regard. I would recommend this for any company that mass produces documents from templates as deliverables.
Derek Schroeder | TrustRadius Reviewer

Proposify

Proposify 8.3
Based on 3 answers
Overall it's great. There's definitely a learning curve, and I wish that some things were easier to use. For example, changing images isn't the easiest thing to do in it, but I'd love to be able to quickly add and change header images in my proposals. So far I've figured it out, but each time I do it I forget how it's done since it's not intuitive.
Natalie C. Winslow | TrustRadius Reviewer

Performance

ActiveDocs

ActiveDocs 8.0
Based on 1 answer
The software overall is very excellent. It responds quickly and produces documents well. The integration with systems makes data input easy. Questions can be designed to allow further expansion of template creation/customization. The rules section is very useful for complicated If/Than/Else style templates. Although experience and training help, the software is very user-friendly out of the box.
Derek Schroeder | TrustRadius Reviewer

Proposify

No score
No answers yet
No answers on this topic

Support Rating

ActiveDocs

ActiveDocs 8.0
Based on 2 answers
ActiveDocs can be a considerably complex product because your use cases can be potentially endless. In our experience, when we have come across a problem or issue with the product ActiveDoc's support has always responded to our queries within 24 hours. Support is only provided via email in 95% of cases. Each year your support and maintenance includes support hours. These are used when you contact support and your issue is not found to be a bug or problem with the product (completely fair and understandable). When we've identified or discovered bugs (mainly with the latest version of Word) it is patched by the next release. They typically release about 4-5 updates per year.
Anonymous | TrustRadius Reviewer

Proposify

Proposify 7.9
Based on 7 answers
I've actually never used Proposify support, so I'm unable to speak about it. I suppose that's a good thing. If I did need to use it, I would hope that they'd be responsive and intelligent, but, again, since everything has worked smoothly I don't really know how the support functions or how good it is.
Natalie C. Winslow | TrustRadius Reviewer

Alternatives Considered

ActiveDocs

ActiveDocs and HotDocs are very similar. HotDocs requires training or a technically savvy mind to pick up and run with. ActiveDocs seems much more user-friendly and easy to use. HotDocs, however, can produce some very intricate documents based on the templates. Both use rules and question-based information intake. Another benefit of ActiveDocs is its integration with numerous systems including Office 365.
Derek Schroeder | TrustRadius Reviewer

Proposify

Proposify stacks up well against its competitors. We tested all of these platforms. We found Proposify to be amongst the leaders in the look and feel of the software as well as the quality of the documents. Where Proposify lacked in comparison to Conga and PandaDoc was in its integration into Salesforce CPQ.
Anonymous | TrustRadius Reviewer

Return on Investment

ActiveDocs

  • Repeatable, consistent output ensures document generation isn't where time can be wasted.
  • Stringent logic ensures compliance and removes the opportunity for user error.
Anonymous | TrustRadius Reviewer

Proposify

  • The detailed proposal has saved me time explaining a game plan to potential clients.
  • They have customizable tables where the client can choose how many of a certain item they desire. For instance, if they want to buy graphics from you, they can choose how many. This allows for increasing profits by putting the choice in the customer's hand.
  • When you send a contract you are alerted when a customer views the proposal. This has saved me time and money trying to go back and forth with my customers.
Brie Goumaz | TrustRadius Reviewer

Screenshots

Pricing Details

ActiveDocs

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Proposify

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Rating Summary

Likelihood to Recommend

ActiveDocs
7.0
Proposify
8.0

Likelihood to Renew

ActiveDocs
Proposify
1.0

Usability

ActiveDocs
9.0
Proposify
8.3

Performance

ActiveDocs
8.0
Proposify

Support Rating

ActiveDocs
8.0
Proposify
7.9

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